Root Financial Partners LLC Sells 1,304 Shares of Eli Lilly and Company $LLY

Root Financial Partners LLC cut its stake in shares of Eli Lilly and Company (NYSE:LLY) by 44.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,649 shares of the company’s stock after selling 1,304 shares during the period. Root Financial Partners LLC’s holdings in Eli Lilly and Company were worth $1,517,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. M.E. Allison & CO. Inc. lifted its holdings in Eli Lilly and Company by 0.7% during the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP increased its position in Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after buying an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after buying an additional 10 shares in the last quarter. Wealthspan Partners LLC lifted its holdings in shares of Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after buying an additional 10 shares in the last quarter. Finally, G&S Capital LLC boosted its position in shares of Eli Lilly and Company by 2.0% in the fourth quarter. G&S Capital LLC now owns 501 shares of the company’s stock valued at $538,000 after acquiring an additional 10 shares during the period. Institutional investors own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Coverage highlighted Eli Lilly as a leader in GLP-1 therapies with an expanding pipeline and diversified growth strategy, reinforcing the bull case despite the stock’s premium valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Shares were lifted by optimism around GLP-1 Medicare inclusion and strong reported results, which investors view as supportive of continued demand and revenue growth. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Another bullish note argued that artificial intelligence could become a long-term growth tailwind for Eli Lilly by improving drug development and operational efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Positive Sentiment: Repeated mentions in pharmaceutical and medical stock roundups suggest Lilly remains one of the sector’s preferred large-cap names for investors seeking growth exposure. Pharmaceutical Stocks To Follow Now – July 2nd
• Positive Sentiment: Additional commentary pointed to Lilly’s appeal to long-term, high-conviction investors, including billionaire hedge fund manager Cliff Asness, adding to the stock’s credibility as a favored healthcare holding. Is Eli Lilly (LLY) One of Billionaire Cliff Asness’ Best Healthcare Stock Picks ?
• Neutral Sentiment: One item noted a leadership change at Lilly Korea, which appears operationally routine and unlikely to move the stock on its own. Eli Lilly Korea names Komasu Seiya new representative
• Neutral Sentiment: General industry pieces about pharmaceutical growth and the sector’s $2 trillion sales trajectory are supportive of sentiment, but they do not add a specific new catalyst for Lilly. Can pharma sustain its $2T trajectory?

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Guggenheim restated a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, June 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 8th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday, March 6th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,235.07.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,208.37 on Friday. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The company has a market cap of $1.14 trillion, a PE ratio of 42.93, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. The company has a 50 day moving average of $1,065.45 and a 200-day moving average of $1,028.14. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,238.00.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. During the same period last year, the firm posted $3.34 earnings per share. The firm’s quarterly revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities research analysts forecast that Eli Lilly and Company will post 35.74 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is 24.58%.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.